Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding American Funds New World Fund;R6 Registered Investment Company in their Schedule of Assets, totaling $7.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | QUEST SOFTWARE INC. QUEST SOFTWARE INC. 401(K) PLAN | ALISO VIEJO CA | 968 | $299.5M | $5.1M |
| 2 | STIMSON LUMBER COMPANY STIMSON LUMBER COMPANY 401(K) PLAN | PORTLAND OR | 499 | $99.5M | $1.0M |
| 3 | CALIX, INC. CALIX, INC. 401(K) RETIREMENT SAVINGS PLAN. |
SAN JOSE CA |
| 1,014 |
| $256.5M |
| $674K |
| 4 | CONTENTFUL INC CONTENTFUL 401(K) PLAN | DENVER CO | 352 | $22.6M | $218K |
| 5 | ARIA GROUP ARCHITECTS, INC. ARIA GROUP ARCHITECTS, INC. RETIREMENT PLAN | OAK PARK IL | 133 | $17.9M | $143K |
| 6 | PROTAGONIST THERAPEUTICS, INC. PROTAGONIST THERAPEUTICS, INC. 401(K) PLAN | NEWARK CA | 118 | $20.1M | $136K |
| 7 | TIGERGRAPH, INC. TIGERGRAPH 401(K) PLAN | REDWOOD CITY CA | 59 | $6.2M | $34K |
| 8 | MERIDIAN SERVICES GROUP, LLC MERIDIAN SERVICES GROUP, LLC 401(K) PLAN | GREENSBORO GA | 167 | $8.0M | $22K |
| 9 | MONSON FRUIT CO., INC. MONSON FRUIT CO., INC. 401(K) PROFIT SHARING PLAN AND TRUST | SELAH WA | 636 | $6.9M | $11K |
